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Invesco S&P 500 Low Volatility ETF

723 hedge funds and large institutions have $4.59B invested in Invesco S&P 500 Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 237 increasing their positions, 279 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 764723 (-41)

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 279

34% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 70

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.53M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
76
Opes Wealth Management
California
$8.74M
Citigroup
77
Citigroup
New York
$8.73M
Truist Financial
78
Truist Financial
North Carolina
$8.52M
JGIA
79
Jackson Grant Investment Advisers
Connecticut
$8.17M
SFA
80
Sequoia Financial Advisors
Ohio
$7.98M
AWE
81
Avidian Wealth Enterprises
Texas
$7.82M
FWA
82
FSC Wealth Advisors
New York
$7.59M
GWM
83
Geneos Wealth Management
Colorado
$7.53M
HWM
84
HB Wealth Management
Georgia
$7.42M
FPB
85
First PREMIER Bank
South Dakota
$7.05M
TF
86
Trek Financial
Arizona
$6.85M
AFTS
87
American Financial & Tax Strategies
New York
$6.55M
SFWC
88
Strategic Family Wealth Counselors
New Jersey
$6.49M
AAS
89
Asset Allocation Strategies
Michigan
$6.43M
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$6.4M
FAT
91
First American Trust
California
$6.25M
AF
92
Allworth Financial
California
$6.22M
JWCA
93
J.W. Cole Advisors
Florida
$6.21M
PFA
94
Petra Financial Advisors
Colorado
$6.12M
MML Investors Services
95
MML Investors Services
Massachusetts
$5.96M
EFS
96
Essex Financial Services
Connecticut
$5.85M
CRC
97
Curi RMB Capital
Illinois
$5.69M
GIM
98
Glenmede Investment Management
Pennsylvania
$5.33M
CTWM
99
Cherry Tree Wealth Management
Minnesota
$5.24M
CIA
100
Concurrent Investment Advisors
Florida
$5.19M